What Is the Trump Administration Really Trying To Do With The Latest Comey Indictment?

It appears the main topic of discussion at Wednesday’s meeting between Donald Trump and Bibi Netanyahu was Iran’s ballistic missile program. It really was not a discussion… Instead it was Bibi, with his advisers, trying to sell Trump and his team on the necessity of ending Iran’s ballistic missile capability. Why the emphasis on those […]

Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.  Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some...

Compute Costs More Than Talent In AI For leading AI companies, the biggest expense is not talent. It is compute. This chart from Visual Capitalist’s AI Week, sponsored by Terzo, uses Epoch AI data to compare spending at Anthropic, Minimax, and Z.ai across R&D compute, inference compute, and staff plus other costs. In every case, compute accounts for the majority of total spending, underscoring how capital-intensive it has become to build and serve frontier AI models. How AI Company Costs Break Down Despite differences in scale, all three companies allocate the largest share of their budgets to a...